Power of PI[1]

OPERATIONS

ENGINEERING

MANAGEMENT

FINANCE

The best business decisions are made with real-time information. The PI System from OSIsoft delivers that critical data throughout the enterprise. This means better decision making—and higher profits. Harness the power of real-time information to profit from the power of PI.

The Power of PIReal-Time Information Throughout The Enterprise

“Employing real-time performance

management using OSIsoft’s

infrastructure has now become a

global initiative, both as an oper-

ational improvement solution and

for the enterprise value of its

architecture. The power of hav-

ing real-time data so pervasive

within the organization is a great

advantage. Making real-time and

historical data available to every

employee and providing the envi-

ronment to make best use of

that data is a perfect fit with our

rule of high degree of empower-

ment of our local management.”

Robert Fretz, Head of Process

Automation & Manufacturing

Execution Systems (MES),

Roche Pharmaceuticals

The PI System is the core of an enterprise-wide real-time information infrastructure. It transforms real-time data into operations intelligence and integrates production information with enterprise business systems. With over 10,000 PI installations, organizations in more than 107 countries—from Fortune 500 corporations to individual companies—achieve significant gains in productivity, product quality and reliability.

PI captures raw production data in real-time from virtually any source and, through a suite of user-configurable reporting, analysis, and web software tools, displays current and past operat-ing conditions on desktops—anywhere and anytime—throughout the enter-prise and beyond. It stores this valu-able information online for decades at its original resolution, making it instantly available for deep and broad analysis, trending, and benchmarking for continuous process improvement.

PI offers a window into your produc-tion process. Once you use it, you can’t imagine being without it. PI gives you the strategic advantage of running your operations using real-time and historical information that’s reliable, complete, and correlated with pertinent data. Imagine the power of having real-time data—avail-able 24/7 wherever you are—that displays all aspects of your operations at the unit, facility, and enterprise level.

That’s the power of PI.

The Power of PIHow the PI System from OSIsoft helps you transform data into information, and information into power

Having accurate information when you need it is a must for making sound business decisions. The PI System (PI) from OSIsoft can give anyone in the enterprise instant access to critical, real-time data in a format that can be readily understood and applied. With PI, data becomes information—powerful information that helps man-agers and operators make decisions that increase profitability and move the enterprise ahead. That’s the power of PI.

Value 1

PI becomes an integral part of your organization, with immediate return on investment (ROI) and unending value—year after year. Highly scalable, easy-to-install, and without the major expenditure and uncertain return associ-ated with monolithic application projects, PI enables you to leverage your most powerful corporate asset—real-time and historical operations information.

Consolidation: The PI System closes the information gapThe PI System provides operators, engineers, and management with direct access to one integrated source of infor-mation. It bridges the information gaps between process control, operations, and business management systems. PI takes inaccessible real-time process data—data locked away in various silos from manual and automatic inputs—and captures it in one flexible, customizable data hub where users can transform data into information.

Whatever your industry, you’ll benefit from having all of the information and insight you need to navigate and micro-adjust through the dynamics of today’s erratic business world, and achieve your key performance objectives. That’s the power of PI.

ROI: The PI System delivers rapid return on investmentThe PI System delivers immediate results and exponential growth in value to your business. PI works reliably out of the box and can be installed in just days. There is no need to modify your current systems when you add PI to your IT infrastructure.

Every year for the past three decades, OSIsoft has been expanding PI’s library of standard interfaces that enable you to link to hundreds of different business, control, and automation systems. And, using COM Connector technology, you can connect to any supported legacy.

The PI System’s powerful server applica-tions and intuitive client tools mean that PI is easy to use and simple to deploy. From the outset, PI begins providing everyone in the enterprise with the accurate, timely information necessary to manage critical situations related to production, maintenance, cost and quality control. With real-time informa-tion, you avoid costly losses and ineffi-ciencies. You can streamline, automate and improve your enterprise-wide operations. That’s the power of PI.

Security: The PI System protects your dataReliable security is just one of the many advantages when you choose the PI System as your information infrastruc-ture. PI has built-in security that pro-tects your data—assuring that the right data gets into the right hands. Point-by-point security means that every single data point available in the PI System is checked for proper user access permis-sions as the PI System’s Security is fully integrated with your enterprise’s direc-tory service. It not only secures your data, it helps you meet security and compliance requirements. That’s the power of PI.

“Minimal training, up and

running in days with no sig-

nificant impact on produc-

tion during installation.”

“Immediate results, fast payback,

and low cost of ownership.”

“An infrastructure that works,

that’s reliable, and integrates

with all of my business systems.”

“A focused, stable software

development company commit-

ted to the long haul, the leader

of the pack for nearly 30 years.”

“We can trust PI security.

Our valuable, confidential,

competitive data stays in

the right hands.”

Chief Executive Officers“I don’t know of any other software that can positively impact every

important business driver—environmental, safety, quality, and return on investment.” Dwight Stoffel, ATOFINA Chemicals, Inc.

2

Focus. Flexibility. Leadership.

OSIsoft

Our development team is dedicated to customer satisfaction and the con-tinued success of the PI System. They deliver first-to-market technology. Our commitment to research, development, collaboration with other innovative companies, plus follow-the-sun prod-uct support, means PI will continue to set the standard well into the future.

OSIsoft has the flexibility to adopt emerging technologies. This keeps the PI System aligned with current advances across multiple disciplines. Our vision-ary leaders are conversant with indus-try, technology, and market demands. They understand which technologies are right for PI and continue to uncover more ways customers use PI today so that development can address future environments and customer require-ments. This enables OSIsoft to incor-porate the best technology into the PI System and keep our customers on the cutting edge with tools that match their real-world business needs.

OSIsoft delivers PI System’s unique real-time information infrastructure and capabilities on top of standard Microsoft technology. OSIsoft devel-opment adopts strategic software technology like Microsoft’s .NET and SAP’s NetWeaver, and provides the bridge between real-time operations and enterprise business systems.

This stable strategy, together with our commitment to customers, guarantees that an investment in PI will return long-term value.

If you’re in business today, you need the power of the PI System.

A leading software industry analyst talks about OSIsoft as a successful software company:

“…Successful software vendors share a few common characteristics. Here is my short list:

“Focus. Companies that are not clear about what business they are in are destined for failure. System integra-tors, consultants, and non-software companies have rarely built success-ful software businesses because they try to be different things for different clients. Successful software compa-nies have a laser-like focus on meet-ing a specific market need and, more significantly, on being profitable.

“Flexibility. Focus does not imply a lack of responsiveness to change. Successful software vendors recognize that market conditions and technology change. They also acknowledge mistakes and know that they need to make adjustments to get back on track.

“Leadership. Whether born or made, all successful software companies are run by strong leaders. Good leaders keep employee energies focused on a common goal. They create a sense of commitment and belonging in employees. And they treat employees with integrity.

“Microsoft, OSIsoft, SAP, and SAS are just some of the solid software firms that share these traits…”

Founder & CEO, OSIsoft

“If you are going to buy software,

buy it from a successful software

company. That will ensure that

you are buying the best. Above all,

OSIsoft continues to grow techno-

logically and financially, offering

even more value to customers by

reinvesting a large percentage of

sales revenues back into product

development and upgrades.”

Dr. J. Patrick Kennedy

Founder and CEO

OSIsoft

“The dollar savings to Dow

Corning in the first two years

of PI implementation were

more than $5 million.”

Barry MacGregor

Global PI System Manager

Dow Corning Corporation

OSIsoft has a reputation not only as an industry leader but, as the industry definer. From the beginning, we have focused on one core business—delivering real-time data to every decision maker in the enterprise, from operations staff to the boardroom.

3

osisoft.com

A well-designed, reliable infrastructure is transparent to the user. It just works, all the time.

About the PI System

Success

Manage

Chief Operations Officers

“PI represents the only software

infrastructure of its kind on the

market today.”

“PI integrates with systems we

may already have in place and

ones we may add in the future

throughout the enterprise.”

“We can get data from different

sources, including control systems,

relational databases, and busi-

ness systems, even if they’re not

part of the PI System.”

“Our complete compilation of data

stored at its original resolution

for decades. That is a tremen-

dous asset for planning, analysis,

and operations management.”

PI ServerThe PI Server is the core of the PI System. It’s the engine that acquires and deliv-ers data—in real-time—throughout the PI System and your entire information infrastructure, providing open and instant access to all data sources. This unique data infrastructure—specifically designed for processing and storing real-time data—has been refined during 30 years of development and experience in real-world use by thousands of custom-ers in virtually every process industry.

The PI Server can store all your critical operating data. This data can then be stored online for years in a single reposi-tory, affording you the real-time and historical information necessary to under-stand your operations. Its time-series database scales effortlessly. It can store vast amounts of operations data online for years at resolutions down to micro-seconds—without degradation—for instant access from one week to decades past. The PI Server storage algorithm ensures that the real-time and historical data you retrieve represents accurate information by showing precise values—not derived values that are, at best, approximations.

Systems ConnectivityThe PI Server links real-time operations with business systems and seamlessly delivers integrated information to users in operations, engineering, administra-tion, and management. The PI Server

can connect to virtually any external data source, including distributed control systems, SCADA, energy management sys-tems, distribution management systems, lab, or other information systems; and to numerous disparate data sources: Oracle, Microsoft SQL Server, proprietary and legacy data systems.

High Availability The PI System infrastructure includes a powerful high availability (HA) option that allows PI to be set up as a system of collectives where real-time data collec-tion, historical data, and metadata can be replicated across multiple servers. High availability provides redundancy for data collection, storage, and data access assisting the continuous operations of mission-critical processes in the event of local disasters, hardware or network-ing failures, as well as planned mainte-nance and upgrades.

Enterprise-wideThe PI–PI Interface allows multiple PI Systems to be linked as one central system for enterprise-wide operating data. Data transfer can be accomplished either on the destination server by “pull-ing” the data, or on the source server by

“pushing” the data. PI System functional-ity includes data caching, event queu-ing, and change notification queuing.

4

Inclusive

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5Structure

“The PI System will give us the

ability to map out configura-

tions and linkages that span

our enterprise for a clear view

of how everything, from equip-

ment to applications, prod-

ucts, and even personnel, is

organized and connected.”

“When configurations change,

PI will record every detail so

we can review them later.”

“The PI System will help us

keep track of the valuable

parameters associated with

anything in the enterprise.”

Operations VPs

Asset-centric access to operations information

PI AF Server

• Identify components or elements that make up a process

• Associate data—be it real-time or relational data—with these elements

• Organize elements into logical/physical groups (e.g., asset templates)

• Specify relationships or organizational structures, such as hierarchical or connectivity models

• Apply calculations, rules, or solvers

• Determine how results are displayed

Once defined, individual assets can be organized and regrouped to drive meaningful analyses and enable rich presentation of data. The PI AF asset configuration can be driven programmati-cally or by the PI System Explorer. The PI System Explorer allows all configura-tions to be accomplished by an end-user tool. The building blocks of PI AF are templates, which enforce structure and standards in organizing the data. This simplifies management and propagation of changes over time. PI AF captures the evolution of your assets and struc-tures over time so that real-time infor-mation is always presented in context.

PI AF Server enables assets to be defined in a standard manner, associated with data, organized for viewing in logical groups, apply the necessary calculations and display results in a uniform fashion.

PI AF Server—a component of the PI Server—enables organiza-tions to define consistent representations of their assets and use these assets in simple or complex analyses that yield critical and actionable information. An intuitive user interface allows applica-tion designers to:

6 Quality

“We decreased batch cycle

time and now produce 10 per-

cent more batches per week.

PI Batch also helped us reduce

the number of process alarms

and associated review times by

80 percent. We have decreased

time to market because fewer

pages of documentation are

required to review for a release

and have moved towards full

electronic batch reporting

which almost completely elimi-

nated compliance complaints.”

Robert Fretz

Head of Process Automation

& Manufacturing Execution

Systems (MES)

Roche Pharmaceuticals

Production Managers

Event-centric access to operations information. Track and analyze repeatable, sequenced processing steps and stages

PI Batch

With PI Batch, users can identify what made a process repeatable and what caused a significant event.

These events can be displayed for inter-pretation based on state transitions from Programmable Logic Controllers (PLCs) and legacy control systems, or by col-lecting S95 models from Manufacturing Execution Systems and S88 models from Batch Execution Systems. PI can seam-lessly integrate all these data sources for a complete history of any process order.

Track and analyze critical operational eventsPI Batch is widely used to identify and track critical events. Users can increase efficiency by performing correlation anal-ysis on events to determine root cause. Typical applications tracked include shift reports, downtime tracking, paper reels, steel coils, product and grade changes, turbine startups, lab runs, and events in discrete manufacturing In the chemical and pharmaceutical industries, where

adhering to batch recipes is critical to ensuring optimal product quality, PI Batch is used extensively to track and analyze batches. PI Batch helps produc-tion companies establish “golden” (stan-dard) batches that are used to compare cycle times and to discover problems—even as the batch is executing—by using batch-to-batch comparisons.

Visualize batch processing and critical operational eventsPI Batch is used in conjunction with PI BatchView, a presentation tool for viewing and comparing events collected by PI Batch and stored in the PI System.

The PI System visualization and reporting products provide methods to view critical event frames via reports, tables, charts, and trends. PI Batch data can easily be combined with other PI System data for a comprehensive, real-time view into batch operations.

PI Batch enables users to identify what made a process repeatable and what caused a significant event. They can reduce cycle times and process variabil-ity, find bottlenecks and make better product. Compliance reporting can be automated, based on 21 CFR Part 11.

Most processes have repeatable time segments or stages. Iden-tifying these process stages and measuring their repeatability is the purpose of PI Batch. It provides the ability to track and store batch data and process-based events in the PI System for real-time and historical access.

Inclusive 7

“The PI System can connect

to just about everything.”

“PI has over 450 different inter-

faces that reliably acquire and

combine data from disparate

systems into a single, coordi-

nated information system.”

“PI Interfaces will let us keep

our legacy equipment online

as long as we want.”

“OSIsoft’s ongoing interface

development will assure

us of optimal connectivity

for the long run.”

Process Control Groups

Capture data from virtually all major industrial automation systems

PI Interfaces

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A library of over 450 standard interfaces provides connectivity to most distributed control systems, SCADA systems, energy management systems, distribution man-agement systems, PLCs, lab information systems, and other business systems—some manufactured as far back as 1980. OSIsoft’s team of interface developers continuously builds new PI Interface prod-ucts and enhances PI’s existing interfaces.

Standard interface products include connectivity to all major industrial auto-mation systems: Emerson, ABB, General Electric, Honeywell, Rockwell, Invensys, Siemens, and Yokogawa.

OSIsoft supports multiple OPC industry standards: OPC DA, OPC HDA, OPC A&E, and HDA COM connector. OSIsoft has interface products compatible with DAS (1.0a and 2.0) compliant servers, DNP, ICCP, SQL, ODBC, DDE, Modbus, ASCII, text and OLEDB. (See the complete list of PI System interfaces at http://interfaces.osisoft.com.)

The PI System supports configurations with no single point of failure, giving you the reliability to drive business-critical functions. Its fault-tolerant technology keeps collecting data even if PI System availability is interrupted. The interface

will hold and automatically transmit the data back to PI once the connection has been re-established.

PI Interfaces use standard, proven technology that assures consistent performance and easy installation and configuration, regardless of the computer platform or target data source. Major capabilities of PI Interfaces include high availability, automated failover, and distributed data collection and data buffering during communication failure.

PI Interfaces can be configured to col-lect data from remote sources, perform startup/shutdown, messaging, auto point synching with data sources, and provide data and communication failure indica-tions, making this infrastructure as flexible as your business needs it to be.

Industrial users with multiple-generation or multiple-vendor control systems are using PI to consolidate data from all of their manufacturing operations into a sin-gle, coordinated information system. One PI System can support multiple interfaces operating 24/7 at very high data rates.

Standard OSIsoft PI Interface products provide real-time, fault-tolerant, high-speed links from virtually all industrial automated real-time data sources to the PI System.

Adapt8

“We develop applications that

extend PI’s functionality, with

tools that our own advanced in-

house users can use to tailor PI

to meet our specific or changing

business needs, without using

expensive consultants.”

“We get access to the same pro-

gramming tools that OSIsoft

uses to develop the PI System.

We also use VBA to add custom

behavior to PI ProcessBook and

PI DataLink. This is by far the

richest development environ-

ment of any software prod-

uct suite in the manufacturing

and process industries.”

Applications Specialists

Adapt to changing business needs

Data Access and Integration

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PI SDK (Software Development Kit) is a set of programming tools that provide access to PI servers and related subsys-tems. It comes with an ActiveX in-process server, an ActiveX control, and supporting code libraries, as well as online documen-tation, example code, and support files.

AF and AN SDKs, like the PI SDK are programming tools that provide object-oriented Microsoft .NET assemblies and controls for structured access to AF and PI Notifications.

The PI JDBC driver transforms the PI System into a relational database that accepts and processes SQL commands. It allows access to its vast content in an organized and familiar format that can be accessed from Java-based systems such as SAP NetWeaver.

PI OLEDB Provider gives a relational view of the PI Server, the PI Point Database, and other configuration data. The PI OLEDB data provider uses Microsoft’s OLEDB data access tech-nology together with the PI Server’s underlying PI SQL subsystem to sup-port relational database queries.

PI OPC DA/HDA Server, is a standards-based tool based on the OLE for Process Control (OPC) standard. This tool exposes PI to Data Access (DA) and Historical Data Access (HAD) clients.

Web Services is a set of web service calls into the PI System so data elements can be retrieved by web service calls. These calls provide fundamental access to time-based data by providing the path and time for data retrieval.

The PI System allows customers to use valuable PI System data in their own applications and exchange information with enter-prise systems. OSIsoft offers these products to facilitate this data exchange and integration:

Intelligence 9

“We can centralize our analyses,

perform complex calculations

across multiple data sources, and

leverage calculations by applying

them to other assets or data.”

“PI ACE uses existing Visual

Basic libraries, functions, proj-

ects and resources, so we don’t

have to stop and learn a whole

new language. It’s intuitive.”

Chief Technology Officers

Transform valuable operations data and events into actionable information

Analyze

PI Advanced Computing Engine: easily create and leverage complex calculationsPI Analytics includes OSIsoft’s powerful Advanced Computing Engine—a managed interface to PI data within the Microsoft Visual Studio environment for application development. With minimal effort, users can write simple or complex equations, making PI ACE modules easy to write and deploy.

With PI ACE and PI ACE Manager, users can create complex calculations, such as inventory calculations, energy usage, productivity analysis, data transfer pro-grams, and almost any other application that must run reliably without user inter-vention. Calculations can be scheduled across the enterprise from just one PI ACE Manager.

Work can be leveraged by writing a single set of calculations and applying them to multiple units or processes, thus significantly reducing develop-ment time and maintenance costs. All calculations are executed automatically via various flexible scheduling options, including clock, natural, event, equa-tion ordering, and graceful degradation under resource limitations. All results are written to the PI System making them available to all visualization tools.

Because PI ACE works in the Microsoft Visual Basic and .NET environments, data can be easily exposed to external applications or web services.

PI ACE supports the High Availability capabilities of the PI Server infrastructure.

PI Real-Time Statistical Quality Control (SQC)The PI Real-Time SQC component makes it easy to apply the Western Electric Pattern Tests to all of your process or laboratory data collected by the PI System. PI Real-Time SQC runs on a real-time basis, storing the test results and a record of SQC control limits back into your PI System. When used in con-junction with PI ACE and PI AF, you can implement a powerful product-based SQC program that runs unattended; recording information around the clock.

The results of the PI Real-Time SQC component are available for viewing and analysis in PI ProcessBook via the PI SQC Add-In. PI ProcessBook displays can be customized to provide added value such as pareto analysis and operator comment entry on SQC Charts that use real-time SQC information.

PI Analytics constitute a family of server-based analysis products designed to transform operations data and events into operational intelligence. They allow users to get information they need with-out having to perform complex calculations on the client side. These products include:

• PI Advanced Computing Engine (ACE)• PI Real-Time Statistical Quality Control (SQC)• PI Alarm• PI Performance Equations (PI PE)• PI Totalizer

Assurance10

“Using the sophisticated sched-

uling capabilities of PI ACE, our

performance monitoring mod-

els can now run more promptly

when their inputs change, and

don’t run repeatedly when they

are not needed. The overall sys-

tem is much more efficient. The

other main advantage is that PI

ACE allows Visual Basic code to

run as a Microsoft NT Service,

ensuring that it will always be

running, even if the server is

rebooted. With PI ACE, you get

the ease of Visual Basic devel-

opment combined with the

robustness of the PI System.”

Process Engineer

PI AlarmPI Alarm keeps a constant eye on pro-cess conditions when you can’t, help-ing you to spend your time controlling situations, rather than fixing problems. PI Alarm allows users to track, manage, and acknowledge alarm conditions caused by processes that exceed user-specified parameters. It can monitor anything that is routed through the PI Server, such as temperatures, flow rates, or product quality. Users view alarm data through PI AlarmView, which is PI Alarm’s graphical display interface. Alarms can be triggered by the dura-tion of an event or deviation from norm. Alarm conditions are historized together with an acknowledgement.

PI Performance EquationsPI Performance Equations are used to build real-time calculations, which are scheduled by time or event; creating Performance Equations is a simple con-figuration experience. They are widely used for validating raw data, deriving values that are a function of other tag values, performing logical operations, and calculating aggregates. Calculations can include unit performance, unit status, summaries, conversions, and totalizations from archived values.

PI SteamTables PI SteamTables are an extension to the PI Performance Equations that provides a complete set of functions for deriving the thermodynamic and transport properties of steam and water, based on ASME steam tables.

PI TotalizerPI Totalizer tags calculate totals, aver-ages, and other aggregates from real-time inputs. Totalizers can be started and reset based on time and event, and ensure the highest precision in the calcu-lation of flow volumes and other criti-cal variables used to monitor product transfers or production performance. PI Totalizer also reduces the server load to recalculate variables for each request. PI Totals are the most precise way to represent production summary data.

11Monitor

“When we have an operational

excursion, our PI Notifications

can alert a single recipient, a

group of contacts, or an escala-

tion team—whichever is required.”

“We can audit alert histories

to set thresholds so we are

not overwhelmed with unnec-

essary notifications.”

Plant Managers

Deliver events to people anywhere from the plant to the boardroom

Notify

PI Notifications: Configure custom alerts based on any data source

Configure custom alerts and notifications with a standard interface and based on any data source with PI Notifications. PI Notifications can alert a single recipi-ent, a group of contacts, or an entire escalation team that reflects the organi-zation’s chain of command. It leverages the generic data access and template-driven capabilities of PI AF so you can set alert and notification parameters to redeploy to similar assets across the enterprise. It stores notifications and alert events for later access during excursion auditing, reporting, or alert threshold tuning. Notification delivery can be programmatically extended to seamlessly integrate messaging with third-party applications such as work-flow, ERP, and asset maintenance sys-tems. PI Notifications links to OSIsoft’s powerful visualization tools including PI WebParts, PI ProcessBook and PI DataLink—use for on-demand visualiza-tion of anomalous system behavior.

Out of Band Alerting notifies interested parties when an operational excursion occurs, without constant supervision of your process control environment.

Escalation Management matches notifica-tion delivery to the chain of command.

Excursion Auditing reports on operational excursions, notification delivery, and actions taken when your process exhibits anomalous behavior.

Disparate Data Triggering brings together all your operational data by leveraging the flexibility of PI AF’s generic data sourcing functionality. Use this data to trigger custom alarms and notifications.

Cross-System Messaging supports pro-grammatically extending notification to third party applications—workflow, ERP, and asset maintenance systems.

On Demand Visualization links notifi-cation to OSIsoft’s powerful visualiza-tion tools—PI WebParts, ProcessBook, DataLink, and RtReports—for on-demand visualization of anomalous behavior.

Left: Example of Notification alert configuration using PI Notification platform.

Right: Example of an OCS alert using PI Notifications.

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12 Insight

“PI ProcessBook is our window into

the process.”

“We can all see the process as it

happens. We can share real-time

information and build the screens

that allow us to see what’s impor-

tant to us.”

“It’s portable. I can check my part

of the process from anywhere I

can connect.”

“I can jump into the process from

any place to troubleshoot, watch

what I need to, manage alarms,

and check production and equip-

ment status.”

“I can save displays in scal-

able vector graphics (SVG)

format so others can use

them on the Internet.”

Knowledge Workers

Dynamic enterprise visibility for sound decisions

Visualize

PI ProcessBookPI ProcessBook is the PI System’s main graphical user interface. It brings together and organizes information in the proper context so that deci-sions can be made quickly and com-petently. PI ProcessBook transforms every employee into a “knowledge worker” who has more insight from valuable data at his or her fingertips to use in continuous process improve-ment every day, and ultimately, affect the bottom line every year.

PI ProcessBook is an easy-to-use desktop tool for displaying operations informa-tion stored in PI and other data sources, such as relational databases. You can create and display real-time and his-torical data, including customizable

equipment schematics and trends, for quick evaluation by the entire workforce.

With one click, users go from build to view mode. Premier drawing tools and the ability to incorporate trends based on real-time data give users an incredibly rich and robust view of operations. It’s easy to zoom in on one particular spike on a trend display or a range of individual points—just drag the mouse. Point attri-butes “pop up” as you hover over the lines of your trend, providing quick infor-mation related to each data point. Easily change data on a PI ProcessBook display using built-in tag search. Scroll backward and forward in time with the click of a button. Instantly, data is pulled from PI or other databases to give you yet another set of information. Use years of online data to put today’s issues in the context

OSIsoft offers a range of visualization tools to meet every user need. Maybe you’re a casual data user who needs a point mea-surement from the field in PI ActiveView; or a power user who needs to integrate and analyze data from multiple sources using PI WebParts; or the heavy engineering and operations user who needs to design graphics and configure analysis on demand in PI ProcessBook; or a user who needs to analyze data in Microsoft Excel using PI DataLink. Whatever and wherever the need for information, there’s a product of choice from OSIsoft.

PI ProcessBook enables you to dis-play data from every area of your business and operations. Business metrics are easy to calculate, trend, and analyze. Displays can be linked for immediate drill-down, helping identify and solve production issues quickly.

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13Precision

“We now have a secure way to

leverage our PI ProcessBook

display content on the web.

This gives off-site managers

and workers the ability to stay

on top of all areas of their pro-

duction via the web, but with

the same rich displays of infor-

mation and interactivity that

workers in the office have.”

Operations Managerof similar issues from the past, such as comparing shifts, or looking at operating conditions days, months, or years ago.

Microsoft Visual Basic for Applications (VBA) provides a powerful development environment. PI ProcessBook also builds internet process displays for PI WebParts.

PI DataLink

For over 25 years, PI DataLink has proved to be one of the most powerful, efficient, and popular OSIsoft software packages. It leverages the power and depth of PI data and automates the retrieval of data into Microsoft Excel, the most used, most familiar spreadsheet application.

PI DataLink doesn’t just copy data— it transfers calculations. PI DataLink brings the power of the PI Server’s calculations directly into a spreadsheet format with sub-second speed! And, because PI DataLink is so closely tied to your spreadsheet, any calculations you perform using a DataLink formula give you the power of flexible, “perpetual” reporting; meaning that you can reuse the same calculation by simply chang-ing the desired date and time. Instantly, your spreadsheet is filled with new data. Reporting has never been easier!

You’ll benefit from tremendous time savings by automating reporting tasks using PI DataLink and VBA macros. This automation also decreases the chance for costly errors. Retrieval functions work with the tags you choose and return stored, interpolated, and aggregated values. PI DataLink is also instrumen-tal in successful compliance report-ing. Reports can be printed, distributed by email, or published on the web.

Now, publishing a consistent view of calculations is even easier by combining Microsoft Excel Services and PI DataLink. With this technology, one copy of a spreadsheet can be published and accessed by many users over the web. This is a reliable, efficient method to publish standard or custom reports to a wide audience while maintaining control over distribution.

Left: DataLink in Excel.

Right: DataLink in a Microsoft SharePoint environment using Excel Services.

14 Flexibility

“Field data collected using PI

Manual Logger helps identify con-

trols that are out of calibration

and defective. System-generated

notifications that results from the

data provides significant savings.”

Maintenance Supervisor

PI Manual Logger

Not all data is automatically collected from sensor-based systems. The instru-mentation might not have been auto-mated, tests might be performed manually, or some information might be sourced from bar codes. This information may still be key to the complete picture of operations and required for problem diagnosis or reporting in conjunction with the data collected automatically.

Manual Logger is OSIsoft’s product that facilitates manual data entry into the PI System from your PC or from a hand-held device. With a handheld device, data can be easily, securely, and reliably recorded from the field or off-site equip-ment onto PCs, other mobile devices, or wirelessly directly to PI.

For example, users can scan a barcode to identify a tag, enter data from the Manual Logger handheld device, including comments, and then wirelessly upload the data to PI. When data is entered and uploaded to the PI Server, it is instantly available throughout the enterprise.

Manual Logger users walk through a “tour” that allows them to easily schedule data collection, check for values that vio-late specified limits, and determine on-the-fly if a tag is due for collection. This

process emulates operator rounds by gathering data as a tour, or group of tags, in any order and control is in place to have an approval process before committing data to PI storage.

PI ActiveViewPI ActiveView technology allows the familiar and rich interaction capabilities of PI ProcessBook to be available on the web or any other ActiveX control con-tainer. It enables PI ProcessBook displays to be leveraged across the company in a read-only environment—and with all their embedded Visual Basic scripting—with full user interaction while maintaining the displays integrity.

Often users take advantage of the script-ing capability within PI ProcessBook to design custom features and applica-tion richness to their displays. Using PI ActiveView, this level of richness can be made available on the web. The PI ActiveView control is loaded on the desktop, which supports the functionality required to display the complete depth of PI ProcessBook screens, even their embedded coding.

Left: PI Manual Logger enables operators to input data directly into the PI System.

Right: PI ActiveView supports read-only viewing of PI data from remote locations.

15Synergy

“The PI WebParts portal environ-

ment can be used to securely

publish our production data to

the internet. We can personalize

our pages, view PI ProcessBook

displays, create tables and

trends, or include other infor-

mation and share worldwide.”

Chief Information Officer

osisoft.com

Multiple applications, one web environment

PI WebParts

PI WebParts for Microsoft SharePoint PortalPI WebParts are a set of highly flexible, configurable interfaces that enable the information worker to customize views and the enterprise user to architect secu-rity so that the appropriate information appears on a user’s display.

The PI WebParts product is used within the Microsoft SharePoint Server. Users can investigate real-time information including time-series, transactional, and web services information within a famil-iar browser-based environment. Data can be combined from different sources, such as real-time maintenance systems, production planning systems, and finan-cial systems, in addition to the PI system.

PI WebParts include displays such as trends, schematics, gauges, and tables among others, for real-time and historical data from your plant floor, SCADA, and other data collected in the PI System.

Use of Microsoft SharePoint portal in cooperation with PI DataLink for Excel Services creates a powerful display, analysis, and reporting environment that is web-based.

“OSIsoft has been a staple in all my plants as a process historian for decades. Building on that success and reliability, they now have introduced a complete package with their innovative approaches to infrastructure. By lever-aging Microsoft’s SharePoint platform and OSIsoft’s integrated product suite, we can now get complete visibility into all data, regardless of source, which is invaluable to our industry.”

Dr. Paul McKenzie Vice President Biologics Pharmaceutical Development and Marketed Product Support Johnson & Johnson/Centocor

Left: Use PI DataLink spread-sheets with the Excel Web Access web part to integrate reports with PI WebParts pages.

Right: PI DataLink reports integrate with other SharePoint and PI WebParts page content, such as trends, contact lists and navigational trees.

Portal technology provides the ability to combine multiple appli-cations into one web environment. This gives the user a single interface to work from as well as the ability to have disparate applications appear as a single application and exchange data between component parts. OSIsoft offers solutions for two of the leading portals: PI WebParts for the Microsoft Office SharePoint Portal and PI RtPM Business Package for the SAP Enterprise Portal.

16 Collaboration

“We made collaboration on energy

usage a corporate wide objective

by using our corporate SAP Portal

and the OSIsoft Business Package

to put detailed energy data on

every desktop. Many small proj-

ects over time resulted in major

utilities savings. We saw immedi-

ate payback and insight into man-

aging our business better.”

Manager

The PI RtPM Business Package, a collection of iViews for the SAP Enterprise Portal, brings real-time manufacturing data into the corporate portal environment.

PI RtPM Business Package

The PI RtPM Business Package is a col-lection of iViews for the SAP Enterprise Portal. The OSIsoft Business Package brings real-time manufacturing data into the corporate portal environ-ment so it can be combined with other portal iViews to create applica-tions that cross multiple products.

The OSIsoft iViews specialize in the representation of real-time data with live updates streaming to the display. Each iView supports SAP’s eventing language which makes it possible to combine the OSIsoft iViews with others created in SAP’s Visual Composer and SAP NetWeaver Developer Studio. The combination of the OSIsoft iViews and custom-developed iViews using the SAP toolset makes it easy to use performance and operational data, such as inventory, equipment alarms, quality measurements, and others for real-time decision sup-port and analysis for continuous busi-ness improvement. The iViews can be collected into pages and roles to deliver specific business functionality.

The packaged portal contents includes displays such as trends, schematics, gauges, KPI Alerts, tickers, manual entry, and tables, among others, for real-time and historical data from your plant floor, SCADA, and other manufacturing data.

The OSIsoft offering enables business insight by having tight integration with the host portal environment and provides configurable views that every employee has access to, ensuring a consistent view of operational data based on role.

Compliance 17

“With PI, we can finally automate

our compliance based on 21 CFR

Part 11.”

Internal Auditor

Standards and Compliance

The PI System supports regulated environments by monitoring the entire manufacturing process, including environ-mental monitoring, security monitoring, the production process, recipe download, process profiling, and automated batch reporting, to name a few. The PI System enforces stringent login security and secure audit trails for any manual data change, which ensures processes run as expected and makes compliance report-ing easier and more reliable.

Across industries, the risk of noncompliance is driving investment, protocol, and product more than ever before. The Sarbanes-Oxley Act (SOX) means that compliance is not a one-time event and smart companies are building compliant processes into the culture of their organizations. SOX, however, is just one of many initiatives that corporations must prioritize.

“As business and IT recognize the overlap-ping requirements of individual compli-ance mandates, leaders are taking steps to build out a sustainable architecture that minimizes time and cost while maxi-mizing future reuse. The PI System from OSIsoft accomplishes all of this very well.”

John Hagerty AMR Research Staff

Virtually every manufacturer must report on one or more regula-tory requirements. Whether it’s Sarbanes Oxley (SOX), NERC, 21 CFR Part 11 or any other compliance area, the PI System is a sus-tainable architecture that allows users to achieve a competitive advantage through complete and efficient compliance.

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Secure18

Systems Administrators

“We control who sees, interprets,

or modifies our data in any way.”

“We set our own security stan-

dards for external access to our

PI data for key people on the

road. For our people, PI data is

accessed through a single, secure

logon. PI System security will

integrate with our existing secu-

rity policies and firewalls.”

Protecting vital data

PI System Security

osisoft.com

There are also assurances from file system security built into the main operating system that runs the PI System. Each data archive used by PI can have specific permissions that ensure only the system administrator can change PI configuration options.

The PI System has the ability to join the permissions of user accounts or groups maintained by PI with those that already exist within your Windows network. Now, one login can deliver the right data to those that need it.

Need to make data available to people outside your enterprise or traveling employees? OSIsoft’s products integrate with your existing security policies and firewalls. You decide who gets to see which parts of your operations and the PI System.

Now everyone can help you profit from operations information without risking data security.

Manufacturing Control Network: monitoring IT infrastructuresManufacturing Control Network (MCN) extends the PI System’s capability to monitor critical points in your manu-facturing control network and IT asset infrastructure, which in turn reduces the cost and complexity of monitoring these infrastructures. Specially designed interfaces facilitate the retrieval of performance data from a wide range of applications, operating systems, devices, and infrastructure components.

MCN detects potential issues, threats to performance, network problems, and network bottlenecks within the manu-facturing IT infrastructure, and alerts managers to potential issues as they arise so corrections can be made to maintain consistently high performance levels. MCN provides the ability to drill down into detailed event and performance data to identify the causes and historical progression of continuous or intermit-tent problems, such as memory leaks, viruses, network failures, and network bottlenecks. Automatic displays can be created in minutes with contextual data that allows users to analyze performance details and resolve problems.

The PI System has built-in facilities to secure access to your data throughout the enterprise and beyond. Each point, asset, or event frame configured in PI is associated with a set of permissions that allow read, write, and modify access the authentication and ac-cess control leverages your enterprise directory services. You choose which user accounts you’d like to apply permissions.

Adaptable 19

OSIsoft vCampus Subscriber

vCampus is a great program.

The online resources are quite

valuable to my work, and the

Live! event was a powerful

innovation platform for me.

The ultimate resource for PI developers

OSIsoft vCampus

Facilities of OSIsoft vCampus include:

LibraryAn online library where users can find documentation, white papers, tutorials, and other PI-based material, including vCampus-exclusive material on PI devel-opment topics

Discussion HallTopic-centric discussion forums

AuditoriumWhere users can view recorded webinars or register for upcoming webinars (these are vCampus-exclusive webinars, typically on PI development/integration topics)

Bloggers’ PlaceBlogs by OSIsoft individual users and teams

Training Center

Anytime/Anywhere training via five OSIsoft standard Computer-Based Training (CBTs) modules

Download CenterWhere OSIsoft vCampus subscribers can download their personal development PI System and other elements exclusive to subscribers

The OSIsoft Virtual Campus (vCampus) is a community-oriented website that provides everything PI users need to develop solu-tions on the PI System, with a focus on ‘doing it right.’ The OSIsoft vCampus program provides each subscriber with software (a personal PI System for development purposes) and an ‘identity’ in the community. It is a gateway to support and resources: public discussion forums, blogs published by OSIsoft representatives, technical webinars, a library of PI applications, and more.

Join the OSIsoft vCampus at http://vCampus.osisoft.com

OSIsoft vCampus homepage and Blogger’s Place

Confidence20

“Over 10,000 installed PI systems

in over 107 countries are helping

companies profit from the power

of PI. We should be one.”

“The PI System pays for itself

within the first year with

immediate, measurable,

company-wide benefits.”

“A low cost up-front with

a typically high long-term

payback makes PI a high-

value investment.”

“We should align with OSIsoft,

a successful company that will

be there for us with upgrades

and support over the long haul,

actually adding value to our PI

System and our bottom line.”

Decision Makers

Protect Your Investment with Continuous Product Improvement and Support

Field Service

Installation and training to ensure a successful PI System installation

From planning to deployment, OSIsoft Field Service engineers coordinate all implementation aspects to ensure best-practices system installation—with mini-mal disruption to your operations.

Standard service packages include:

• Base PI System installation

• PI Interface installation

• Import of foreign historical data

• PI System upgrades

• PI High Availability upgrades

Training

Skills and knowledge your employees need to put the PI System to work right away

Our Field Service group provides on-site, customized, hands-on training—using your own data from PI—for groups of up to 12 people. OSIsoft also offers public classes at training facilities across the world, private, on-site courses, webinars, self-paced study materials, computer-based training, and learning labs (in conjunction with our annual Users Conference).

OSIsoft Users Conference

See how users find the value in PI

The annual OSIsoft Users Conference is an exciting, valuable exchange of ideas and PI applications that helps you get the most out of your PI System. Hundreds of customers from all over the world in every industry come to share how they use PI to make their enterprises efficient, connected, and more profitable.

The Software Reliance Program (SRP) preserves your PI System investment, keeps it running on current, standard technologies, and helps your enterprise realize its long-term value. With SRP, you get complete maintenance and continuous improvement for your PI System within a predictable budget. For the same low cost, your users benefit from immediate access to new features, updates, and 24/7, follow-the-sun, world-class technical support in seven languages.

The Software Reliance Program

Inclusive

Discover the Power of the PI System

Take the next step towards increasing your enterprise-wide profitabilityVisit our Web site at www.osisoft.com for more information and to contact your local sales representative, or email [email protected].

www.osisoft.com

Copyright © 2010 OSIsoft, LLC. OSIsoft, the OSIsoft logo, PI System, PI ProcessBook and PI ActiveView are trademarks of OSIsoft, LLC. All other trademarks are the property of their respective owners.

Real-Time Information Throughout The Enterprise

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